Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
I have two aims in business. The first is to provide a wealth management solution that satisfies entirely a client’s need for preserving and building financial security; the second, consolidating objective, is to deliver the best on-going client service in the UK. I achieve the former by thorough analysis, taking clients on a voyage of discovery, which for many means considering their personal finances in a way they have not been able to whilst busy achieving success in their own professional fields.
I am committed to building long-term relationships of mutual trust with my clients, who come from an eclectic mix of industries, and some of whom I have had throughout my 13 years of financial services experience. I have a selective approach when developing new business, which ensures a client-adviser fit that will endure throughout life - this also achieves the very best results. My attention to detail and desire for providing the best care ensures I leave no job undone - sleepless nights for reasons other than my young family are not acceptable!
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.